• Our Career Opportunities

    Do you have superior client service skills and a great work ethic that you want to contribute to an established and continually growing advisory business? We are looking for strong, detail orientated people to join our team. Our formula for success is to put our clients first. If you're looking for the tools, resources and freedom to build a great future, please contact us today!

    Financial Advisor

    Proactively guide high-net-worth clients in the financial planning areas of retirement income, estate, college funding, tax strategy, insurance, investments, charity, and more. Network within the community to develop more awareness of our company and services. Develop relationships with third party referral sources and complimentary advisors such as CPAs, attorneys, and others. Continuously learn the latest developments in all areas of financial planning.

     

    Minimum Requirements:

    • 5-10 years of experience
    • $15m+ AUM
    • Graduate degree preferred
    • CFP®
    • Team-player
    • Creative
    • Tech and Social Media Savvy
    • Values work-life balance
    • Client-Centered
    • Positive/Optimistic
    • Inspiring
    • Interest in life planning/life coaching  a plus

    Operations Associate

    Provide operational and tech support to the financial advisory team and will be responsible for a range of duties related to operations, new client onboarding, performance reporting, compliance and various other support functions. Provide marketing assistance with updates and posts to the website, LinkedIn, Facebook and other mediums of communication. Review and optimize operational processes and workflows for both the back office and client facing teams.

     

    Minimum Requirements:

    • 3-5  years of experience in financial services industry
    • Intermediate experience in MS Office, CRM, document management
    • Team-player
    • Tech and Social Media Savvy
    • Values work-life balance
    • Client-Centered
    • Positive/Optimistic
    • Inspiring
    • Interest in life planning/life coaching  a plus

     

     

    How to Apply?

    Please email your resume to liz@abarisfinancialgroup.com by copying the contents of your resume into the body of the email. Please include a list of software programs you have used. Attachments to emails and phone calls are NOT accepted.

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